AI Solutions
AI Contact CenterAI-Enabled Contact Center Solution
AI Agent SolutionAutonomous agent for sales &
support
AI Voice AgentConversational Voice AI Agent for Sales &
Support
Ticket Management System (SanTMS)AI-enabled Helpdesk and ticket
management
solution
AI Noise Cancellation (SanClarit)Remove Background Noise in Real
Time
Calling Solutions
Call Center Solution (SanCCS)On-premises contact center
solution
Hosted Call Center Solution (SanCCS)Cloud-based contact center
solution
with Zero Hardware Requirement
Click To Call (Dialer For CRM)CTI Integration with your internal &
external
CRM
Office Telephony (SanIPPBX)Connect multiple-branch offices over the
internet for voice
calls
Hosted IVR (EasyGoIVR)Cloud-based IVR Service for real-time call
routing &
reporting
Industry Specific
Lead Management Software (VedaERP)Billing, accounting & ERP
software
Immigration CRM (SanE-Visa)CRM to manage Leads, Status, College fee
Structures, and
Invoices
Transport Management (SanTrans)Transport Management System for
transportation
businesses
Real-Estate CRM (Mera Estate)Complete property management system for
brokers and real
estate agencies
Order Management (SanORDO)Automates and streamlines order processing
for D2C
businesses
Emergency Response Coordination Center (SanERCC)Coordinate emergency calls, alerts, and response teams from one platform.
WhatsApp Solution
TeamInspectorWhatsApp Chat Monitoring Tool for
Businesses
WhatsApp Business ToolWhatsApp Business Calling Solution with
Meta
WhatsApp Business CallingWhatsApp Chatbot Integration for
Industries
If you are looking for the best way to connect your calls with CRM, having HubSpot Phone Integration is the key. It allows your teams to make and manage calls without switching to different applications. Sales and support teams can select phone numbers from HubSpot CRM’s dashboard record and call through connected softphones.
Managing customers with separate systems can lead to incomplete records, repeated data entry, and missed follow-ups. With HubSpot Phone System Integration, it brings call activity closer to CRM’s workflow. It helps teams to work more efficiently and maintain a complete view of customer integration.
With Telephony Integration, User Can:
Representative can start a call just at a single click directly from a HubSpot CRM. This mitigates manually dialing and error-free customer interactions.
Call activity can be associated with the relevant CRM record. It gives sales and support teams a clearer history of customer conversations. Teams can review previous interactions before making a follow-up call.
After a call is completed, the integration can provide call details in HubSpot including call recording. Team leaders can use these recordings for coaching, quality assurance, compliance reviews, and customer service evaluation.
Users can select the outcome of a call after completion. Recording outcomes helps teams understand whether a call resulted in a successful conversation, a follow-up requirement, a missed connection, or another defined result.
When calls and outcomes are recorded in the CRM, sales representatives can identify the next action more easily. This supports timely callbacks, lead nurturing, appointment coordination, and customer support follow-ups.
A connected workflow reduces duplicate data entry. Instead of recording call information separately in a phone system and HubSpot, users can manage important call details within the CRM environment.
Sales and support managers can use CRM call records to review communication activity, understand customer engagement, and identify areas where representatives may need guidance.
When customer information and calling activities are available together, the team can provide more informed and personalized assistance. They can review the customer's record before speaking with the caller and continue the conversation in a better context.
Turn HubSpot into a complete customer communication workspace with a reliable cloud telephony connector. Give your team the ability to call from CRM records, capture call details, access recordings, and document outcomes in one connected workflow. Whether you manage sales, customer support, or a call center. HubSpot phone integration can help reduce manual work and give your team better visibility into every customer conversation.
Empower your team with smarter call management, centralized customer records, and streamlined workflows in HubSpot CRM.
The integration works with HubSpot CRM through its Telephony connector. However, compatibility can vary depending on your HubSpot setup, so it’s best to check with the integration team for specific Cloud or On-Premises requirements.
Integrating cloud telephony with HubSpot CRM brings your calling workflow into one place. Features like click-to-call, automatic call logging, call recordings, and a built-in softphone reduce manual work and help your team spend more time connecting with customers.
Yes, after integrating telephony HubSpot CRM has one Call Log and Recording link from where you can capture all your data and recordings.
Yes. You’ll need an office phone system that supports SIP trunks and SIP extensions. If your existing system doesn’t support SIP, you’ll need an IP-based phone system. HubSpot then connects with the phone system through SIP, bringing your office extensions and calls into the CRM.
It's all depending on your server space for call recordings HubSpot to create link from your telephony server. Call logs directly store on HubSpot, so it's up to your data plan from HubSpot.
Yes, HubSpot supports any cloud telephony, CPaaS or CCaaS with a telephony connector or SIP Trunking.
Yes. Most cloud telephony providers offer plans specifically for HubSpot CRM, including pay-as-you-go or minutes-based options. If you prefer an on-premises setup, you can connect to your own IP-PBX for a one-time fee. SAN offers both cloud and on-premises telephony options.
Yes. Most cloud telephony providers offer HubSpot CRM plans with flexible options such as pay-as-you-go or minutes-based billing. If you prefer an on-premises setup, you can connect to your own IP-PBX for a one-time fee. SAN supports both cloud and on-premises options, so you can choose what best fits your business.
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